1. Donor Cultivation
   Being donor-centered is key to building relationships that support your mission.

   This includes:
   • Understanding engagement with donors

   • Understanding your donor data

   • Implementing moves management with the five funder stages

   • Wealth screening strategies

   • Setting up donation and merchant accounts

   • Designing and developing your pipeline and profile

2. Grant Management

• Grant research, writing LOIs, grants, and proposals, and supporting the reporting process to funders.

3. Operations Management

• Web and SEO: Familiarity with several platforms.

• Marketing: Digital graphic design, branding, style guide and graphic elements,

• Certified Constant Contact, Constant Contact audits, lists, template creation.

4. Communication Management

• Partnership Development; including creation of Memorandum of Understanding (MoU’s) templates

5. Infrastructure & Technology

• We provide technology audits: which help to create a roadmap improving efficiency, integrations, and affordability as well as training and documentation needs. 

• CRMs: Salesforce Certified Admin and Raiser's Edge Certified.

6. Board & Volunteer Development

• Strategic planning development

• Board Governance: board retreat facilitation, board recruitment and retention approaches, and bylaw review, revisions as needed. .

• Volunteer: strategy and identification of volunteers, recruitment, retention and recognition.

7. Financial Sustainability

• QuickBooks expertise: convert from desktop to online, fund accounting, reports, and coaching as needed. 

Integration: assuring donations and revenue are mapped to your CRM or QB system.